Filed October 25, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,711 | $114,712-17.4% | $173,730-45.5% | $87,485+8.3% |
| Participation rate | 64.1% | 73.0%-8.9pp | 79.6%-15.5pp | 68.9%-4.8pp |
| Annual return | 11.10% | 20.18%-9.1pp | 19.96%-8.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,774 | $2,904-38.9% | $4,577-61.2% | $2,596-31.7% |
| Participant deferral / active EE | $2,842 | $4,642-38.8% | $6,326-55.1% | $4,274-33.5% |
| Admin fee / account holder | $2,118 | $10,210-79.3% | $17,523-87.9% | $7,775-72.8% |